Ultime notizie per Palo Alto Networks (NASDAQ:PANW) Azioni

PALO ALTO NETWORKS INC

Palo Alto Networks

Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.

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Venerdì in borsa: Palo Alto, Moderna e altre 3 azioni da monitorare

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Live On CNBC, Malcolm Ethridge Announces Bought More Palo Alto Networks, Bought More CrowdStrike, Bought More Spotify Technology, Bought More Oracle

Active traders have new, highly powered tools at their disposal as Direxion rolls out four single-stock <a href="https://www.benzinga.com/topic/leveraged-etfs">leveraged and inverse exchange-traded funds.</a> 
These ETFs, focused on Eli Lilly &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) and Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), offer traders a way to multiply their bets—or hedge against downturns—in the booming pharmaceutical and cybersecurity sectors.
The latest additions include:
<ul>
<li>The Direxion Daily LLY Bull 2X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ELIL#NASDAQ">ELIL</a>)</li>
<li>Direxion Daily LLY Bear 1X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ELIS#NASDAQ">ELIS</a>)</li>
<li>The Direxion Daily PANW Bull 2X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PALU#NASDAQ">PALU</a>) and </li>
<li>Direxion Daily PANW Bear 1X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PALD#NASDAQ">PALD</a>).</li>
</ul>
Read Also: <a href="https://www.benzinga.com/markets/25/03/44451449/china-courts-apple-pfizer-eli-lilly-amid-us-pressure-vice-premier-says-beijing-will-continue-to-improve-the-business-environment">China Courts Apple, Pfizer, Eli Lilly Amid US Pressure, Vice Premier Says Beijing &#8216;Will Continue To Improve The Business Environment&#8217;</a>
<h2 class="wp-block-heading">Why Eli Lilly, Palo Alto Networks?</h2>
According to Direxion CEO Douglas Yones, these two stocks are prime candidates for leveraged trading given Eli Lilly's dominance in healthcare innovation and Palo Alto Networks' leading position in cybersecurity. 
The ETFs allow traders to play short-term moves in these stocks with amplified exposure &#8211; ideal for those looking to capitalize on momentum or protect against volatility.
Recent performance highlights the appeal: Eli Lilly has gained 9.99% in the past year but slid 6.85% over the last month, while Palo Alto Networks has soared 32.51% year-over-year and held a modest 0.21% gain in the past month.
<h2 class="wp-block-heading">High Risk, High Reward</h2>
While these ETFs open up fresh opportunities, they are not designed for buy-and-hold investors. Leveraged and inverse funds are built for short-term trading strategies and come with increased risk. Unlike traditional ETFs, these products track a single stock rather than an index, making them highly volatile.
For traders with a high-risk tolerance, Direxion's latest ETFs offer a way to trade fast-moving stocks with leverage. Just make sure to understand the risks before diving in.
Read Next: 
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44463078/buy-the-dip-strategy-amid-market-chaos-why-a-billion-dollar-fund-is-buying-these-four-stocks">Buy-the-Dip Strategy Amid Market Chaos: Why A Billion Dollar Fund Is Buying These Four Stocks</a></li>
</ul>
Image: Shutterstock

Eli Lilly, Palo Alto Networks Traders Take Note: Direxion's New Leveraged ETFs Are Here

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/03/25/final-trades-chevron-wynn-resorts-and-palo-alto-networks.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown of Ritholtz Wealth Management said he is staying long on Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) and added that the stock still looks <a href="https://www.benzinga.com/markets/25/02/43685595/chevron-announces-about-20-workforce-reduction-in-cost-saving-initiative-responsible-leadership-requires-taking-these-steps">good to him</a>.
On Feb. 12, Chevron announced intentions to begin major layoffs this year, aiming to complete the majority by the end of 2026. The move is part of a broader cost-cutting plan, with the company targeting a reduction of $2 billion to $3 billion by the end of 2026, reported CNBC
Jim Lebenthal of Cerity Partners named Wynn Resorts, Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>), saying there is news that billionaire Tilman Fertitta is increasing his stake in company. There is value in the stock, just give it little more time, he added.
Adding support to his choice, Wynn Resorts, on Feb. 13, reported better-than-expected fourth-quarter financial results. Wynn Resorts posted adjusted earnings of $2.42 per share, beating market estimates of $1.22 per share. The company's sales came in at $1.840 billion versus expectations of $1.769 billion.
Don't forget to check out our<a href="https://www.benzinga.com/premarket/"> premarket coverage here</a>
Stephanie Link of Hightower named Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) her final trade.
Citigroup analyst Fatima Boolani supported her view on Feb. 25, maintaining Palo Alto Networks with a Buy rating and raising the price target from $205 to $220.
Price Action:
<ul>
<li>Chevron shares gained 0.6% to close at $165.94 on Tuesday.</li>
<li>Wynn Resorts rose 1.4% to settle at $86.03 during Tuesday's session.</li>
<li>Palo Alto shares gained 2.9% to close at $189.95 on Tuesday.</li>
</ul>
Check This Out: 
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<li><a href="https://www.benzinga.com/25/03/44471817/top-2-health-care-stocks-that-are-ticking-portfolio-bombs-3">Top 2 Health Care Stocks That Are Ticking Portfolio Bombs</a></li>
</ul>
Photo: Shutterstock

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Chevron, Wynn Resorts And A Tech Stock On CNBC's 'Final Trades'

Palo Alto Networks&#xAE; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), the global cybersecurity leader, and the National Hockey League (NHL&#xAE;) announced today a multiyear North American partnership aimed at ensuring the utmost cybersecurity for the NHL. This partnership exemplifies the shared commitment of Palo Alto Networks and the NHL to prioritize cybersecurity across the League, including NHL arenas.
Palo Alto Networks, celebrating its 20th anniversary this year, has provided the NHL with cybersecurity solutions since 2009. The NHL has standardized on Palo Alto Networks for network security with its next-generation firewalls (NGFWs), cloud security and AI-powered security operations, while enabling League employees to browse securely with Prisma&#xAE; Access Browser and safely use AI apps with AI Access Security. Palo Alto Networks has been instrumental in bolstering the NHL's cybersecurity efforts.
This new partnership provides Palo Alto Networks with an array of exclusive marketing rights and designations that will connect the Palo Alto Networks brand with the NHL and its fans through the NHL's vast marketing, digital and social media channels throughout the duration of the partnership.
"In our pursuit to provide a safe and secure business and fan experience, we have found a true partner in Palo Alto Networks," said&nbsp;Dave Munroe, NHL Senior Vice President, Information Technology &amp; Cybersecurity.&nbsp;"We continue to stay ahead of the game with Palo Alto Networks cloud, network, and security operations solutions. The addition of this partnership underscores the strength of our commitment to continued innovation in areas such as AI and digital transformation."
"Like us, the NHL is always innovating, and we are thrilled to embark on this partnership evolution. Through our platformization approach, we are committed to helping keep the NHL secure," said KP Unnikrishnan, Chief Marketing Officer from Palo Alto Networks. "We are proud to stand alongside the NHL as their trusted cybersecurity partner and look forward to continuing to deliver value to the NHL's business while seizing the opportunities of this deepened relationship."
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Contracts

Palo Alto Networks Enters A Multi-Year North American Partnership With The National Hockey League Aimed At Ensuring The Utmost Cybersecurity For The NHL

CNBC Halftime Report Final Trades: Chevron, Wynn Resorts, Palo Alto Networks

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) has outperformed the market over the past 10 years by 11.89% on an annualized basis producing an average annual return of 22.7%. Currently, Palo Alto Networks has a market capitalization of $124.66 billion. 
Buying $1000 In PANW: If an investor had bought $1000 of PANW stock 10 years ago, it would be worth $7,601.64 today based on a price of $188.28 for PANW at the time of writing.
<h3>Palo Alto Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742914808_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Palo Alto Networks Stock In The Last 10 Years

Investors with a lot of money to spend have taken a bearish stance on Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with PANW, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 25 uncommon options trades for Palo Alto Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 44% bullish and 56%, bearish.
Out of all of the special options we uncovered, 7 are puts, for a total amount of $387,207, and 18 are calls, for a total amount of $852,398.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $135.0 to $220.0 for Palo Alto Networks during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Palo Alto Networks's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Palo Alto Networks's substantial trades, within a strike price spectrum from $135.0 to $220.0 over the preceding 30 days.
<h3>Palo Alto Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742844630_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$17.5</td>
<td>$17.45</td>
<td>$17.5</td>
<td>$185.00</td>
<td>$201.2K</td>
<td>501</td>
<td align="right">164</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$5.15</td>
<td>$5.0</td>
<td>$5.0</td>
<td>$135.00</td>
<td>$90.5K</td>
<td>1.6K</td>
<td align="right">181</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$17.9</td>
<td>$17.8</td>
<td>$17.8</td>
<td>$185.00</td>
<td>$71.2K</td>
<td>501</td>
<td align="right">45</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$34.2</td>
<td>$33.6</td>
<td>$34.2</td>
<td>$190.00</td>
<td>$68.4K</td>
<td>302</td>
<td align="right">20</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$13.0</td>
<td>$12.9</td>
<td>$12.9</td>
<td>$175.00</td>
<td>$58.0K</td>
<td>450</td>
<td align="right">92</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
After a thorough review of the options trading surrounding Palo Alto Networks, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Current Position of Palo Alto Networks</h3>
<ul>
<li>Currently trading with a volume of 1,559,883, the PANW's price is up by 2.07%, now at $186.1. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 56 days.</li>
</ul>
<h3>Expert Opinions on Palo Alto Networks</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $220.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Palo Alto Networks, maintaining a target price of $220. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Palo Alto Networks options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Palo Alto Networks Unusual Options Activity For March 24

Market turmoil due to <a href="https://www.benzinga.com/topic/tariffs">tariffs is shaking up stocks</a>, but Hightower Advisors Chief Investment Strategist and Portfolio Manager Stephanie Link sees opportunity in the chaos.
With $5.4 billion in assets under management, Link is putting money to work in four stocks she believes have strong upside: Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), Target Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) and NextEra Energy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>).
<h1 class="wp-block-heading">Amazon: Dominating Retail Even In Uncertain Times</h1>
"In terms of retail, the big are getting bigger," Link says. "Amazon actually grew their market share 410 basis points in the past quarter, and profitability is on the rise."
Link sees further acceleration in Amazon's growth in the second half of the year, despite some capacity constraints. She believes its continued margin expansion and dominance in e-commerce make it a standout pick for long-term investors.
Read Also: <a href="https://www.benzinga.com/markets/25/03/44452553/billionaire-investor-mark-cuban-questions-fate-of-amazon-amid-trumps-reciprocal-tariffs-its-about-how-you-use-them">Billionaire Investor Mark Cuban Questions Fate Of Amazon Amid Trump&#8217;s Reciprocal Tariffs: &#8216;It&#8217;s About How You Use Them&#8217;</a>
<h1 class="wp-block-heading">Palo Alto Networks: A Cybersecurity Bargain?</h1>
"I only started buying Palo Alto last month, as I am a big believer in cybersecurity, and Palo Alto is one of the top five players in the sector," Link explains.
She notes that while the stock is down 14% since her initial purchase, its push into platformization could unlock a $15 billion annualized recurring revenue opportunity. With a valuation still cheaper than CrowdStrike's, she views Palo Alto as a compelling long-term buy.
<h1 class="wp-block-heading">Target: A Retail Recovery Play</h1>
"Target may seem like a bit of a risk, as they're currently down 24% since February, but we are seeing hints of improvement," says Link.
The retailer has struggled with product mix and declining traffic, but recent quarters have shown signs of a turnaround. Link believes that if Target can build on this momentum and deliver consistent results, investor confidence will return.
<h1 class="wp-block-heading">Nextera Energy: A Rare Discount On A Top Utility</h1>
"I had never owned Nextera because it has always been too expensive, on average trading at 30 times price-to-sales, but it is now trading at 18 times and is down 15% from its high," Link says.
She highlights its joint venture with GE Vernova, which focuses on natural gas plants and energy solutions for data centers, as a strong long-term driver. With a solid balance sheet and a rare discount, Link sees Nextera as a compelling buy at these levels.
<h1 class="wp-block-heading">A Strategic Buy-the-Dip Approach</h1>
Link's strategy highlights a key theme — finding quality companies with strong fundamentals at a discount.
As the market reacts to tariff uncertainty, she's taking advantage of price swings to add to positions she believes will outperform in the long run. 
Investors looking for buying opportunities amid the chaos may want to take notes from this billion-dollar fund's latest moves.
Read Next: 
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<li><a href="https://www.benzinga.com/government/regulations/25/03/44461884/sp-500-rallies-on-best-day-in-2-months-as-recession-fears-ease-tesla-rockets-bitcoin-hits-88000-whats-driving-markets-monday">S&amp;P 500 Rallies On Best Day In 2 Months As Recession Fears Ease, Tesla Rockets, Bitcoin Hits $88,000: What&#8217;s Driving Markets Monday?</a></li>
</ul>
Photo: Pablo Avanzini on Shutterstock

Analyst Color

Long Ideas

Buy-the-Dip Strategy Amid Market Chaos: Why A Billion Dollar Fund Is Buying These Four Stocks

The future of telecommunications is now and investors are paying attention. With NVIDIA&#8217;s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for <a href="https://www.benzinga.com/etfs">telecom, AI, and semiconductor ETFs</a>.
Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. &#8220;Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) to capture this AI-driven telecom revolution,&#8221; she told Benzinga.
Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) new <a href="https://nvidianews.nvidia.com/news/nvidia-and-telecom-industry-leaders-to-develop-ai-native-wireless-networks-for-6g">deals </a>with T-Mobile Us Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), MITRE, Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.
For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud, Oracle Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Cisco Systems, Ericsson and Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.
Also Read: <a href="https://www.benzinga.com/25/03/44418376/is-nvidia-sitting-on-the-ai-goldmine-no-one-sees-yet">Is Nvidia Sitting On The AI Goldmine No One Sees Yet?</a>
<h1 class="wp-block-heading">ETFs That Stand To Gain</h1>
Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.
Outside of that ETF, a number of other ETFs stand to gain from Nvidia&#8217;s and the telecom sector&#8217;s AI-led transformation:
• Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) targets AI-led innovation across sectors, such as cloud computing and telecommunications. 
• VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking. 
• iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and T-Mobile. 
• ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) contains firms utilizing AI-based connectivity for automation and future mobility. 
• First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which will be instrumental in protecting <a href="https://www.crowdstrike.com/platform/">AI-native</a> 6G <a href="https://www.paloaltonetworks.com/blog/2024/11/a-security-first-approach-to-6g/#:~:text=Next%20Steps,development%20and%20deployment%20of%206G.">networks</a>.
The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries. 
Jablonski noted, &#8220;AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.&#8221;
The financial benefit won&#8217;t directly touch consumers&#8217; wallets. &#8220;In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.&#8221; 
In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.
But, AI-driven networks may create a divide between telecom and tech giants. &#8220;Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,&#8221; she noted.
Nvidia&#8217;s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.
Read Next: • <a href="https://www.benzinga.com/25/03/44406384/alphabets-mega-cybersecurity-bet-3-etfs-poised-for-a-jackpot">Alphabet Bets Big On Cybersecurity: 3 ETFs Poised For A Jackpot</a>
Photo: Shutterstock

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EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution

<a href="https://www.benzinga.com/topic/stephanie-link">Stephanie Link</a>, Chief Investment Strategist at Hightower Advisors, on Wednesday shared her insights on key stocks, emphasizing Amazon's growing dominance, Palo Alto Networks Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) cybersecurity potential, Target Corp&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) recovery efforts and NextEra Energy Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) valuation opportunity.
What To Know: Link highlighted Amazon's <a href="https://in.benzinga.com/analyst-ratings/analyst-color/25/02/43847764/amazon-tightens-grip-e-commerce-accelerates-jpmorgans-best-idea-2025">expanding market share</a>, which grew by 410 basis points last quarter, with improving profitability. She expects further acceleration in the latter half of the year despite capacity constraints.
Read Also: <a href="https://www.benzinga.com/quote/AMZN/analyst-ratings">Amazon Analyst Ratings</a>
On Palo Alto Networks, she sees a $15 billion annualized revenue opportunity in platformization and views it as a stronger long-term play compared to CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which she recently sold.
Target, down 24% since February, <a href="https://www.benzinga.com/personal-finance/25/03/44360075/retail-giant-target-which-relies-on-china-for-30-of-its-merchandise-warns-of-profit-hit-as-trumps-trade-war-bites">has struggled with product mix</a> but is showing signs of recovery, particularly in discretionary spending. Link says sustained improvement could restore investor confidence.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44403637/fed-holds-rates-while-growth-forecasts-slip-inflation-projections-rise">Fed Holds Rates While Growth Forecasts Slip, Inflation Projections Rise</a>
Meanwhile, she initiated a position in Nextera Energy, noting its historically high valuation but seeing an opportunity now that it trades at 18 times price-to-sales. She praised its joint venture with GE Vernova Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) in natural gas and data centers.
Additionally, Link named Boeing her top 2025 stock due to leadership changes and improving execution. She remains bullish on Palo Alto, Gap Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) turnaround under Richard Dixon, Target's resilience and Snowflake Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) AI-driven growth under new management.
Read now:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44399554/analysts-see-upside-for-95-of-sp-500-stocks-how-nvidia-tesla-stack-up" target="_blank" rel="noreferrer noopener">Analysts See Upside For 95% Of S&amp;P 500 Stocks: How Nvidia, Tesla Stack Up</a></li>
</ul>
Photo courtesy of Hightower Advisors

Stephanie Link: 'Amazon's Market Share is Soaring' – Insights On Amazon, Palo Alto Networks, Target & Nextera Energy

Investors with a lot of money to spend have taken a bullish stance on Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether this is an institution or just a wealthy individual, we don't know. But when something this big happens with PANW, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 10 options trades for Palo Alto Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 50% bullish and 30%, bearish.
Out of all of the options we uncovered, 9 are puts, for a total amount of $279,761, and there was 1 call, for a total amount of $25,200.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $180.0 to $195.0 for Palo Alto Networks over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Palo Alto Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Palo Alto Networks's whale trades within a strike price range from $180.0 to $195.0 in the last 30 days. 
<h3>Palo Alto Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742309146_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$22.95</td>
<td>$21.15</td>
<td>$21.27</td>
<td>$180.00</td>
<td>$31.8K</td>
<td align="right">637</td>
<td align="right">15</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$21.35</td>
<td>$20.85</td>
<td>$21.24</td>
<td>$180.00</td>
<td>$31.7K</td>
<td align="right">637</td>
<td align="right">75</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$21.3</td>
<td>$20.95</td>
<td>$21.1</td>
<td>$180.00</td>
<td>$31.6K</td>
<td align="right">637</td>
<td align="right">90</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$21.15</td>
<td>$20.9</td>
<td>$21.19</td>
<td>$180.00</td>
<td>$31.6K</td>
<td align="right">637</td>
<td align="right">60</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$21.5</td>
<td>$20.8</td>
<td>$20.87</td>
<td>$180.00</td>
<td>$31.6K</td>
<td align="right">637</td>
<td align="right">15</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
In light of the recent options history for Palo Alto Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Palo Alto Networks</h3>
<ul>
<li>Trading volume stands at 672,405, with PANW's price down by -1.08%, positioned at $183.0.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 62 days.</li>
</ul>
<h3>What The Experts Say On Palo Alto Networks</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $225.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Palo Alto Networks, maintaining a target price of $220. 
&#x2A; An analyst from Susquehanna persists with their Positive rating on Palo Alto Networks, maintaining a target price of $230. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Palo Alto Networks, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

A Closer Look at Palo Alto Networks's Options Market Dynamics

Whales with a lot of money to spend have taken a noticeably bullish stance on Palo Alto Networks.
Looking at options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 50% with bearish.
From the overall spotted trades, 3 are puts, for a total amount of $134,038 and 5, calls, for a total amount of $200,025.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $130.0 to $200.0 for Palo Alto Networks during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Palo Alto Networks's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Palo Alto Networks's substantial trades, within a strike price spectrum from $130.0 to $200.0 over the preceding 30 days.
<h3>Palo Alto Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742226343_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$7.8</td>
<td>$7.75</td>
<td>$7.8</td>
<td>$185.00</td>
<td>$67.0K</td>
<td>1.4K</td>
<td align="right">200</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$14.5</td>
<td>$14.35</td>
<td>$14.5</td>
<td>$200.00</td>
<td>$50.7K</td>
<td>812</td>
<td align="right">1</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$14.9</td>
<td>$14.5</td>
<td>$14.5</td>
<td>$170.00</td>
<td>$49.3K</td>
<td>1.0K</td>
<td align="right">38</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$12.1</td>
<td>$10.9</td>
<td>$12.1</td>
<td>$172.50</td>
<td>$42.3K</td>
<td>38</td>
<td align="right">35</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$10.4</td>
<td>$10.15</td>
<td>$10.4</td>
<td>$165.00</td>
<td>$41.6K</td>
<td>928</td>
<td align="right">41</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
After a thorough review of the options trading surrounding Palo Alto Networks, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Palo Alto Networks's Current Market Status</h3>
<ul>
<li>Trading volume stands at 720,718, with PANW's price up by 0.48%, positioned at $183.22.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 63 days.</li>
</ul>
<h3>Expert Opinions on Palo Alto Networks</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $225.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Citigroup continues to hold a Buy rating for Palo Alto Networks, targeting a price of $220. 
&#x2A; An analyst from Susquehanna persists with their Positive rating on Palo Alto Networks, maintaining a target price of $230. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Palo Alto Networks, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Check Out What Whales Are Doing With PANW

WIIM

ADBE

ADSK

ASAN

BILL

CVLT

CYBR

FICO

FTNT

GWRE

INTU

MANH

NTNX

OKTA

PEGA

SAIL

SHOP

SNPS

TEAM

TWLO

Shares of companies in the broader software sector are trading higher. The sector may be rising as the overall market rebounds after falling recently on tariff concerns.

ESTC

PLTR

SMCI

Shares of companies in the broader tech sector are trading higher, rebounding after falling on Monday.

Whales with a lot of money to spend have taken a noticeably bullish stance on Palo Alto Networks.
Looking at options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) we detected 27 trades.
If we consider the specifics of each trade, it is accurate to state that 48% of the investors opened trades with bullish expectations and 37% with bearish.
From the overall spotted trades, 8 are puts, for a total amount of $483,680 and 19, calls, for a total amount of $1,310,684.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $75.0 to $340.0 for Palo Alto Networks over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of Palo Alto Networks stands at 1314.87, with a total volume reaching 911.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Palo Alto Networks, situated within the strike price corridor from $75.0 to $340.0, throughout the last 30 days.
<h3>Palo Alto Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741709751_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$28.5</td>
<td>$28.4</td>
<td>$28.5</td>
<td>$180.00</td>
<td>$387.6K</td>
<td>863</td>
<td align="right">148</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$5.9</td>
<td>$5.55</td>
<td>$5.7</td>
<td>$155.00</td>
<td>$216.6K</td>
<td>3.4K</td>
<td align="right">3</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$5.6</td>
<td>$5.45</td>
<td>$5.6</td>
<td>$190.00</td>
<td>$110.8K</td>
<td>2.3K</td>
<td align="right">78</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$26.35</td>
<td>$26.1</td>
<td>$26.35</td>
<td>$185.00</td>
<td>$97.4K</td>
<td>1.4K</td>
<td align="right">9</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$17.05</td>
<td>$16.7</td>
<td>$16.7</td>
<td>$180.00</td>
<td>$78.4K</td>
<td>2.5K</td>
<td align="right">52</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Following our analysis of the options activities associated with Palo Alto Networks, we pivot to a closer look at the company's own performance.
<h3>Where Is Palo Alto Networks Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 1,970,897, with PANW's price up by 3.12%, positioned at $179.25.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 69 days.</li>
</ul>
<h3>Professional Analyst Ratings for Palo Alto Networks</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $217.28.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Rosenblatt has decided to maintain their Buy rating on Palo Alto Networks, which currently sits at a price target of $235. 
&#x2A; Reflecting concerns, an analyst from WestPark Capital lowers its rating to Hold with a new price target of $196. 
&#x2A; Consistent in their evaluation, an analyst from Susquehanna keeps a Positive rating on Palo Alto Networks with a target price of $230. 
&#x2A; An analyst from UBS has decided to maintain their Neutral rating on Palo Alto Networks, which currently sits at a price target of $200. 
&#x2A; Reflecting concerns, an analyst from RBC Capital lowers its rating to Outperform with a new price target of $225.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Palo Alto Networks, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Palo Alto Networks Unusual Options Activity

A new report from wireless threat intelligence technology company Bastille identifies the top wireless-enabled threats that could impact the surge in demand for <a href="https://www.benzinga.com/topic/cybersecurity">cybersecurity platforms and stocks.</a>
Top Wireless-Enabled Threats in 2025: The new list of the top threats in 2025 includes <a href="https://www.benzinga.com/general/politics/24/10/41496316/microsoft-reports-russia-iran-china-stepping-up-efforts-to-influence-2024-election-voters-candid">state-sponsored attacks</a>, consumer surveillance devices that could compromise equipment and more.
Here are the top wireless-enabled threats for 2025 in the new <a href="https://bastille.net/">report</a>.
<ol>
<li>Nearest Neighbor Attack from APT-28</li>
<li>Typhoon APT Threat Groups</li>
<li>Pegasus, Predator, and APT-29 Cellphone Spyware</li>
<li>Low-Cost Consumer Spy Devices in Corporate Espionage</li>
<li>Chinese Built Wi-Fi Routers Spy on Home &amp; Businesses</li>
<li>WPA-2 Weaknesses</li>
<li>Wireless Earbuds (Bluetooth) as an Espionage Vector</li>
</ol>
The Nearest Neighbor Attack was first disclosed in November 2024 and demonstrates the rising risk of state-sponsored bad actors. APT-28, which is also known as Fancy Bear, is a Russian state-sponsored cyber espionage group.
"The wireless landscape is all around us at all times, and with it comes a new attack surface with critical security challenges," Bastille CEO Chris Risley said. "Our 2025 report shed light on these emerging threats and provides actionable strategies for enterprises to protect their assets and data in an increasingly complex threat landscape."
Read Also:<a href="https://www.benzinga.com/news/earnings/25/03/44127302/crowdstrike-q4-earnings-revenue-beat-eps-beat-strong-momentum-shares-slide-on-soft-guidance"> CrowdStrike Q4 Earnings: Revenue Beat, EPS Beat, &#8216;Strong Momentum,&#8217;</a>
Why It's Important: The report highlights several examples of Russia and Chinese groups using cyberattacks on the United States.
The Salt Typhoon, for example, was able to infiltrate at least nine major firms<a href="https://www.benzinga.com/news/24/10/41200026/chinese-hackers-breach-at-t-verizon-networks-in-major-wiretap-data-theft-putting-us-national-securit"> including telecommunications giants </a>Verizon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and AT&amp;T (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>).
These attacks could target various items like the financial sector, defense contractors, and energy grids and critical infrastructure. Attacks could cripple the American economy and defenses, making cybersecurity a growing expenditure by large corporations and government agencies.
"As wireless technologies continue to advance, so do the methods employed by malicious actors," Bastille CTO Dr. Brett Walkenhorst said. "It's crucial for organizations to stay ahead of these threats by adopting proactive security measures and leveraging cutting-edge technologies to safeguard their wireless ecosystems."
The new report and various cybersecurity threats could put an increased spotlight on cybersecurity stocks for investors, including CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) and Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>).
As companies spend more on cybersecurity and protection, companies like CrowdStrike and Palo Alto benefit from growing revenue streams and recurring contract revenue.
Investors can also look to cybersecurity ETFs like the Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>), Amplify Cybersecurity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HACK#NYSE">HACK</a>) and the First Trust Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) for exposure to the cybersecurity sector.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/03/44144570/3-cybersecurity-etfs-in-focus-amid-reports-of-us-cyber-operations-suspension">3 Cybersecurity ETFs in Focus Amid Reports of US Cyber Operations Suspension</a></li>
</ul>
Photo courtesy: Shutterstock

Market-Moving Exclusives

HACK

Cybersecurity Report Flags 7 Major Threats Against Governments, Corporations: Stocks And ETFs To Watch

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) has outperformed the market over the past 10 years by 11.39% on an annualized basis producing an average annual return of 21.82%. Currently, Palo Alto Networks has a market capitalization of $115.87 billion. 
Buying $100 In PANW: If an investor had bought $100 of PANW stock 10 years ago, it would be worth $723.64 today based on a price of $175.00 for PANW at the time of writing.
<h3>Palo Alto Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741647609_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Shares of software stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

Cybersecurity-focused ETFs are back in the spotlight following a <a href="https://therecord.media/hegseth-orders-cyber-command-stand-down-russia-planning">report </a>by The Record that U.S. Defense Secretary Pete Hegseth ordered a halt to offensive cyber and <a href="https://www.benzinga.com/topic/russia">information operations against Russia</a>. 
The Pentagon <a href="https://www.bloomberg.com/news/articles/2025-03-04/pentagon-denies-report-of-halt-in-cyber-operations-versus-russia">denied</a> these claims. Still, the news has reignited interest in cybersecurity investments. As cyber threats escalate, organizations worldwide are ramping up efforts to protect their digital assets, making cybersecurity companies and ETFs holding them, attractive investment opportunities.
For investors looking to gain diversified exposure to the cybersecurity sector without the hassle of studying and choosing individual stocks, here are three <a href="https://www.benzinga.com/etfs">noteworthy cybersecurity ETFs</a>:
<ul>
<li>Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>): This ETF provides investors access to a portfolio of 22 cybersecurity companies. It includes leading firms like Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), Zscaler (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), Fortinet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTT#NASDAQ">FTT</a>), and CrowdStrike (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>). While the ETF primarily focuses on U.S.-based companies, it also includes firms from Israel, Japan, and South Korea. It has an expense ratio of 0.5%, which is relatively standard for sector-specific ETFs.</li>
</ul>
<ul>
<li>First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>): This fund tracks the Nasdaq CTA Cybersecurity Index and includes companies actively involved in cybersecurity operations. CrowdStrike is one of its major holdings, along with other key players such as Check Point Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>), Fortinet, and Palo Alto. CIBR has over $8 billion in assets under management and an expense ratio of 0.6%.</li>
</ul>
<ul>
<li>ETFMG Prime Cyber Security ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HACK#NYSE">HACK</a>): The <a href="https://amplifyetfs.com/hack/#:~:text=Launched%20in%202014%2C%20HACK%20is,within%20the%20growing%20cybersecurity%20industry.">first </a>ETF focused on cybersecurity and remains one of the most popular choices among investors. It provides exposure to a mix of established cybersecurity companies and emerging players. Its holdings include CrowdStrike, Palo Alto Networks, and Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), among others.</li>
</ul>
HACK follows a tiered, equal-weighted approach, ensuring that no single company dominates the portfolio. This diversification helps mitigate risk while still capturing growth potential in the cybersecurity industry. The fund has an expense ratio of 0.6% and has consistently performed well as cyber threats continue to increase globally.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/02/43632056/3-etfs-for-cybersecurity-investors-as-ai-driven-threats-grow">3 ETFs For Cybersecurity Investors As AI-Driven Threats Grow</a>
<h2 class="wp-block-heading">The Growing Importance Of Cybersecurity</h2>
The increasing reliance on digital infrastructure across industries has made businesses, governments, and individuals more vulnerable to cyberattacks. High-profile breaches targeting financial institutions, healthcare providers, and government agencies have demonstrated the critical need for robust cybersecurity measures.
Companies are now investing heavily in AI-driven security solutions, zero-trust architectures, and threat intelligence platforms to stay ahead of evolving threats. As a result, cybersecurity firms are experiencing strong revenue growth, making them attractive investment opportunities.
According to a Bloomberg Intelligence research report, the total cybersecurity market will likely hit $338 billion by 2033. That&#8217;s up from about $152.5 billion in 2023.
Cybersecurity has become one of the fastest-growing sectors in the market. High-profile cyberattacks in recent years have led to massive data breaches, infrastructure failures, and financial losses amounting to billions of dollars. 
According to a research report by CrowdStrike:
<ul>
<li>China-linked cyber activity rising by 150% across all sectors in 2024. </li>
<li>Vishing attacks experienced an explosive 442% increase between the first and second half of the year.</li>
<li>The fastest recorded eCrime breakout time was just 51 seconds, emphasizing the speed at which cybercriminals can compromise systems.</li>
<li>79% of detected cyber incidents were malware-free, indicating a shift toward advanced attack techniques. </li>
<li>26 newly named adversaries emerged</li>
<li>52% of vulnerabilities identified were linked to initial access methods, underscoring the ongoing challenge of securing entry points against persistent cyber threats.</li>
</ul>
As cyber threats continue to evolve, businesses and governments are prioritizing investments in cybersecurity to safeguard their networks and data. This growing demand positions cybersecurity ETFs and companies for sustained long-term growth.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43886224/bybit-founder-confirms-1-4-billion-ethereum-hack-blames-masked-transaction">Bybit Founder Confirms $1.4 Billion Ethereum Hack, Blames &#8216;Masked&#8217; Transaction</a>
<h2 class="wp-block-heading">Renewed Interest Fueled By Stalled Cyber Operations</h2>
Hegseth&#8217;s move was reportedly aimed at fostering diplomatic talks between the U.S. and Russia regarding Ukraine. 
U.S. cyber operations against Russia have historically included disrupting ransomware groups, countering disinformation campaigns, and targeting networks used by Russian intelligence agencies. These operations have played a critical role in reducing cyber threats that could impact American infrastructure, financial institutions, and national security. A halt or pause in such actions could enable Russian state-backed hackers and cybercriminal groups to escalate their activities against U.S. and European targets.
According to a New York Times <a href="https://www.nytimes.com/2025/03/02/us/politics/hegseth-cyber-russia-trump-putin.html">report</a>, former intelligence officials have noted that pauses in military and cyber operations during sensitive diplomatic negotiations are not uncommon, as they can prevent tensions from escalating further. 
Critics argue that scaling back offensive cyber capabilities, even temporarily, risks weakening U.S. deterrence and response mechanisms. 
Regardless of the conflicting narratives, cybersecurity remains a critical national security and business priority. The alleged pause in U.S. cyber operations against Russia has raised concerns about potential vulnerabilities, further underscoring the need for robust cybersecurity solutions.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/03/44120598/broken-deal-big-consequences-how-etfs-and-stocks-will-react">Broken Deal, Big Consequences: How ETFs And Stocks Will React</a></li>
</ul>
Photo: Shutterstock

Politics

Global

CHKP

3 Cybersecurity ETFs in Focus Amid Reports of US Cyber Operations Suspension

Whales with a lot of money to spend have taken a noticeably bullish stance on Palo Alto Networks.
Looking at options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) we detected 47 trades.
If we consider the specifics of each trade, it is accurate to state that 51% of the investors opened trades with bullish expectations and 27% with bearish.
From the overall spotted trades, 17 are puts, for a total amount of $1,153,338 and 30, calls, for a total amount of $1,649,282.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $100.0 to $205.0 for Palo Alto Networks over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Palo Alto Networks options trades today is 711.74 with a total volume of 4,857.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Palo Alto Networks's big money trades within a strike price range of $100.0 to $205.0 over the last 30 days.
<h3>Palo Alto Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741118468_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$27.7</td>
<td>$27.35</td>
<td>$27.7</td>
<td>$165.00</td>
<td>$301.7K</td>
<td>253</td>
<td align="right">109</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$23.75</td>
<td>$22.95</td>
<td>$22.95</td>
<td>$180.00</td>
<td>$162.9K</td>
<td>60</td>
<td align="right">77</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$26.75</td>
<td>$25.3</td>
<td>$25.3</td>
<td>$165.00</td>
<td>$156.8K</td>
<td>743</td>
<td align="right">0</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$10.0</td>
<td>$9.8</td>
<td>$9.9</td>
<td>$185.00</td>
<td>$137.6K</td>
<td>1.5K</td>
<td align="right">177</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$11.1</td>
<td>$10.05</td>
<td>$10.45</td>
<td>$140.00</td>
<td>$104.5K</td>
<td>38</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Having examined the options trading patterns of Palo Alto Networks, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Palo Alto Networks</h3>
<ul>
<li>With a volume of 3,373,245, the price of PANW is up 0.79% at $185.14. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 76 days.</li>
</ul>
<h3>What The Experts Say On Palo Alto Networks</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $221.4.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from UBS keeps a Neutral rating on Palo Alto Networks with a target price of $200. 
&#x2A; An analyst from RBC Capital has revised its rating downward to Outperform, adjusting the price target to $225. 
&#x2A; An analyst from Keybanc has decided to maintain their Overweight rating on Palo Alto Networks, which currently sits at a price target of $240. 
&#x2A; Maintaining their stance, an analyst from JMP Securities continues to hold a Market Outperform rating for Palo Alto Networks, targeting a price of $212. 
&#x2A; Consistent in their evaluation, an analyst from Susquehanna keeps a Positive rating on Palo Alto Networks with a target price of $230. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Palo Alto Networks options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Palo Alto Networks's Options Frenzy: What You Need to Know

Press Releases

Palo Alto Networks Prepares Organizations for Quantum Security with QRNG Open API

IBM and Palo Alto Networks Find Platformization is Key to Reduce Cybersecurity Complexity

Palo Alto Networks to Announce Fiscal Second Quarter 2025 Financial Results on Thursday, February 13, 2025

Palo Alto Networks Introduces Cortex Cloud, the Future of Real-Time Cloud Security

Palo Alto Networks Appoints Two New Members to Board of Directors

Palo Alto Networks Reports Fiscal Second Quarter 2025 Financial Results

Palo Alto Networks to Present at Upcoming Investor Event

Palo Alto Networks Prisma SASE 5G: Enabling Service Providers to Offer Best-in-Class Protection for the 5G Era

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